Accounting Overview

Bell Partners provides tailored wealth management solutions, including investment strategies, retirement planning, and asset protection, ensuring long-term financial growth and security for you and your family.

Solutions

Optimise and grow your wealth with tailored asset portfolio management strategies designed for long-term financial success.

Build wealth through strategic property investment, leveraging expert advice to maximise returns and minimise risks.

Take control of your retirement savings with an SMSF, tailored for greater investment flexibility and tax benefits.

Secure your future with a personalised retirement plan, ensuring financial stability and peace of mind.

Navigate aged care and estate planning with expert guidance to protect assets and secure your family’s future.

Ensure your wealth is passed on smoothly with strategic inheritance planning and tax-efficient wealth transfer solutions.

Reduce financial stress with tailored debt reduction strategies that improve cash flow and long-term stability.

Reduce financial stress with tailored debt reduction strategies that improve cash flow and long-term stability.

Wealth Overview

Bell Partners provides tailored wealth management solutions, including investment strategies, retirement planning, and asset protection, ensuring long-term financial growth and security for you and your family.

Solutions

Optimise and grow your wealth with tailored asset portfolio management strategies designed for long-term financial success.

Build wealth through strategic property investment, leveraging expert advice to maximise returns and minimise risks.

Take control of your retirement savings with an SMSF, tailored for greater investment flexibility and tax benefits.

Secure your future with a personalised retirement plan, ensuring financial stability and peace of mind.

Navigate aged care and estate planning with expert guidance to protect assets and secure your family’s future.

Ensure your wealth is passed on smoothly with strategic inheritance planning and tax-efficient wealth transfer solutions.

Reduce financial stress with tailored debt reduction strategies that improve cash flow and long-term stability.

Financial Lending Overview

Bell Partners provides tailored wealth management solutions, including investment strategies, retirement planning, and asset protection, ensuring long-term financial growth and security for you and your family.

Solutions

Optimise and grow your wealth with tailored asset portfolio management strategies designed for long-term financial success.

Build wealth through strategic property investment, leveraging expert advice to maximise returns and minimise risks.

Take control of your retirement savings with an SMSF, tailored for greater investment flexibility and tax benefits.

Secure your future with a personalised retirement plan, ensuring financial stability and peace of mind.

Secure your future with a personalised retirement plan, ensuring financial stability and peace of mind.

Navigate aged care and estate planning with expert guidance to protect assets and secure your family’s future.

Ensure your wealth is passed on smoothly with strategic inheritance planning and tax-efficient wealth transfer solutions.

Reduce financial stress with tailored debt reduction strategies that improve cash flow and long-term stability.

Reduce financial stress with tailored debt reduction strategies that improve cash flow and long-term stability.

Accounting Overview

Bell Partners offers comprehensive accounting solutions designed to meet the needs of individuals and businesses.

Solutions

Comprehensive financial and compliance services to ensure business success.

Expert tax and compliance solutions to minimise risks and ensure accuracy

Strategic advisory and consulting to drive informed business decisions.

Expert guidance for managing and growing your Self-Managed Super Fund.

Trusted auditing and assurance services for accuracy and compliance.

Efficient outsourcing and support services to streamline your business operations.

helping businesses optimise tax outcomes and navigate complex financial landscapes.

Wealth Overview

Empower Your Finances with Personalised Planning Bell Partners believe that financial success is within everyone’s reach, and our tailored planning services are designed to help you achieve it.

Solutions

Bell Partners provides tailored strategies for complex financial decision-making

Personalised Investment Strategy, Cash Flow and Debt Management and more.

Transitioning business wealth, structuring buy/sell agreements, and maximising value in a business sale.

Tailored insurance solutions, risk assessments, income protection, business coverage, and claims support.

Advice and tax-efficient donation strategies to help you achieve your charitable goals while maximizing tax benefits.

Advice on choosing between retail super funds and SMSFs, helping you select the best option for your retirement needs.

A comprehensive approach to retirement planning, ensuring you can achieve the lifestyle you desire.

Finance Lending Overview

Our expert team is dedicated to providing personalised strategies and insightful guidance tailored to your unique needs.

Solutions

Our Residential Home Loans are designed to help you achieve your dream of homeownership with ease and confidence.

Our Commercial Property Loans provide the financing you need to invest in commercial and industrial properties.

Loans for business, vehicle, and equipment needs.

Flexible equipment finance solutions for your needs.

Financing development projects up to $200M.

Options to refinance existing loans.

Loans for self-managed super fund property investments.

exclusive private funding lines which offers financial flexibility.

invoice financing, factoring, and debtor finance.

We work to reduce penalties and interest, creating tailored solutions to fit your financial situation.

Bell Partners Tamworth

Local expertise.
Long-term partnership.

Meet the people helping Tamworth businesses, families and individuals make confident decisions across accounting, tax and wealth.

Schedule a consultation

Leadership

Managing Directors

Our directors bring together practical commercial insight, specialist technical knowledge and a commitment to relationships that last.

Brett Taggart, Managing Director

Brett Taggart

Managing Director · Wealth Creation

Trent Balderston, Managing Director

Trent Balderston

Managing Director · Wealth Creation

Jamie Donovan, Managing Director

Jamie Donovan

Managing Director · Tax & Accounting

Our people

The Tamworth team

A collaborative team focused on clear advice, responsive service and thoughtful support at every stage.

SF

Steph Fulwood

Practice Manager

RD

Rachel Donovan

Financial Adviser

SW

Scott Ward

Financial Adviser

MS

Mathew Schuberth

Financial Adviser

CM

Crystal McGilvray

Financial Adviser

Rebecca O’Neill, Financial Adviser

Rebecca O’Neill

Financial Adviser

Marley Pitt, Financial Planning Assistant

Marley Pitt

Financial Planning Assistant

Mason Edmonds, Financial Planning Assistant

Mason Edmonds

Financial Planning Assistant

Lachlan Wentworth, Financial Planning Assistant

Lachlan Wentworth

Financial Planning Assistant

Ashlyn Knights, Client Service Officer

Ashlyn Knights

Client Service Officer

Need advice? Our team will connect you with the right specialist for your goals.

Start a conversation with our Tamworth team.

Contact us